2 / 5 Stars
4 4 2 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#54 in Small Blend
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.27 percent over the past year, 16.24 percent over the past three years, 21.25 percent over the past five years, and 8.81 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||21.3%|
|10 Years (Annualized)||8.8%|
The investment seeks to provide shareholders with long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in the common stock of "value" companies with smaller market capitalizations ($3 billion or less) at the time of purchase by the fund. It may invest up to 25% of its net assets in foreign investments. The fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors.
Fees are Above Average compared to funds in the same category.
Columbia Select Smaller-Cap Value Fund has an expense ratio of 1.39 percent.
Risk is High compared to funds in the same category according to Morningstar.